BWA
AGR
Burt Wealth Advisors’s Avangrid, Inc. AGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-622
| Closed | -$28K | – | 376 |
|
|
2020
Q4 | $28K | Buy |
622
+100
| +19% | +$4.5K | 0.01% | 223 |
|
|
2020
Q3 | $26K | Hold |
522
| – | – | 0.01% | 223 |
|
|
2020
Q2 | $22K | Hold |
522
| – | – | 0.01% | 226 |
|
|
2020
Q1 | $23K | Hold |
522
| – | – | 0.01% | 216 |
|
|
2019
Q4 | $27K | Hold |
522
| – | – | 0.01% | 215 |
|
|
2019
Q3 | $27K | Hold |
522
| – | – | 0.01% | 212 |
|
|
2019
Q2 | $26K | Hold |
522
| – | – | 0.01% | 217 |
|
|
2019
Q1 | $26K | Hold |
522
| – | – | 0.01% | 220 |
|
|
2018
Q4 | $26K | Hold |
522
| – | – | 0.01% | 216 |
|
|
2018
Q3 | $25K | Buy |
+522
| New | +$25K | 0.01% | 233 |
|